Skip to Content

Archives: Questions And Answers

Critical minerals manipulation?

by

So, as far as I can figure, this whole rout in the critical minerals market has less to do with investor behaviour and more to do with global price and supply wars, given that they can determine who dominates the defence, technology and AI spaces. If that’s the case, how are these equity valuations ever going to recover and why would you ‘buy the dip’?
Further to that, for all the chart watchers, did any of them indicate that this rout was imminent?

  • Posted in
  • Comments Off on Critical minerals manipulation?

Zip Co Ltd (ZIP) and Catapult Sports Ltd (CAT)

by

Hi Market Matters
Can I have your current view on ZIP?
Have been wanting to add to my ZIP holding but have held off.
It has hit a low of $2.25 this morning. Would you be buying now?
Also with CAT – Initially purchased about half the holding I would buy – would you be holding / selling or adding at the moment?
regards
Debbie

  • Posted in
  • Comments Off on Zip Co Ltd (ZIP) and Catapult Sports Ltd (CAT)

Ora Banda Mining Ltd (OBM)

by

G’Day Market Matters Super Warriers,

  • Posted in
  • Comments Off on Ora Banda Mining Ltd (OBM)

US Bonds

by

Hi Guy`s

  • Posted in
  • Comments Off on US Bonds

Targets for precious metals?

by

There are some mind-boggling targets being tossed around for the likes of gold, silver, aluminium, copper, platinum, palladium – you name it. Let’s just stick with gold and silver. Would you like to offer your own realistic medium-term (12-24 months) targets for these precious metals? Of course, the reason for the question being: should I keep averaging up at these elevated valuations? Thank you once again, gents.

  • Posted in
  • Comments Off on Targets for precious metals?

What are your thoughts on Dicker Data (DDR) and ASX pure copper plays?

by

Dear team,

  • Posted in
  • Comments Off on What are your thoughts on Dicker Data (DDR) and ASX pure copper plays?

Regal Partners Limited (RPL)

by

To the MM Team,
I would appreciate your updated view on RPL.
I note that you still hold the stock in your Emerging Companies portfolio. It is well below consensus valuation, has a strong yield and is on an undemanding forward PE or around 12-14. But I do note that your software shows a far higher figure.
On the negative side, the stock has run hard in the last two months.
I don’t see RPL as a long term hold more a short term opportunity. If you did not hold RPL what would be a fair buy-in and exit price?
Thanks,
Charles

  • Posted in
  • Comments Off on Regal Partners Limited (RPL)

GQG Partners (GQG) and Pinnacle Investment Mgt (PNI)

by

Hi guys, would love your updated views on GQG and PNI. I think you’ve mentioned in the past reconsidering the position in PNI and is the GQG thesis still intact? Thanks, Josh

  • Posted in
  • Comments Off on GQG Partners (GQG) and Pinnacle Investment Mgt (PNI)

Qantas (QAN)

by

Over 2025 Qantas share price has grown and could that be attributed to the direction of the new CEO? It’s price growth has seemed to correlate with the changing of the guard.

  • Posted in
  • Comments Off on Qantas (QAN)

Geared ETF’s for set and forget

by

Hi team, if we take the position that the market will go up over the long term – which is why an A200 ETF might be suitable for a set and forget investor – why not add gearing to that strategy? Am I missing something? I understand that in the short term if the market has negative years it could compound your losses but, on the basis that you are investing long term, shouldn’t a geared ETF outperform. I guess specifically in this situation the G200 ETF outperforming the A200 ETF. Would love your view on this and using geared for thelong term. Thanks, Josh

  • Posted in
  • Comments Off on Geared ETF’s for set and forget
Back to top